Croesus offers a wide array of professional services, including services offered within the software license and right of use fees, and additional services. A strong team of near 100 employees develops, maintains and deploys the application and provides professional services to our clients.

Business Analysis
Croesus Finansoft provides consulting services in the form of business analysis, either as part of the software implementation or in order to improve your Financial Advisors' efficiency. With a business analysis in hand, your organization will be able to build a strategic plan based on external and neutral expert advice.

Project Management
The Project Managers' role is to ensure that Croesus's deliveries meet your expectations in every way. They act as single points-of-contact for the customer throughout the project duration. They coordinate internal activities, allocate the required resources and organize project reviews, internal and external meetings.

Training and Coaching
Croesus Finansoft offers a variety of courses aimed at users, system administrators and trainers. The two most popular courses are user training and configuration training.

Web training on specific functionalities is available for groups of users. For advanced users, on-site coaching sessions can be provided.

Software-as-a-Service (SaaS)
Financial organizations can access a complete portfolio management application, including trading, personal and financial data, through secure connections via Internet. The central data center is managed by our specialists, therefore, it eliminates the need to install and maintain a complex application and database on individual PCs and servers. This also abolishes tasks such as data back-ups, software upgrades and IT maintenance.

Development Services
Croesus Finansoft offers its customers the possibility to add custom features to the core software. These modifications usually take three forms: improvements to the application itself, additional reporting and integration or connectivity to external applications.

Support & Maintenance
Our Support Group's Helpdesk is an efficient gateway to receive information and report issues. The dedicated individuals running the helpdesk are all specialized in either software / data support or in finances and securities.

A software as broad as Croesus must be updated regularly in order to keep abreast with the customers' and the market's needs. Regular updates and fixes are released to our customers after a thorough quality assurance process has been conducted.